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Client "Face Sheet"
Is anyone aware of a printable option in Procentive for a client "face sheet"? Basically a one sheet report with client's address, phone number, DOB, insurance policy info, primary diagnosis, etc. I have had a couple of requests from insurances companies for this when a fax is required for authorization.
Сервис поддержки клиентов работает на платформе UserEcho
We use the "client verification" sheet that you can print.
(Clients > select client > bottom left of client window has a drop down that says "print" > choose whichever one is appropriate for what you need)
This is exactly what I needed - thank you, Sam!
You are welcome! :)